TRAP: The Real Adviser Podcast

42 - Clients or Customers?

Mar 28, 2024
The podcast discusses diverse topics including Finish fables, JISA joys, cheap online tax-returns, total returns, FCA thematic review, and the debate between clients or customers in financial advisory. It also touches on cultural differences, retirement planning, and the importance of ongoing client-centered financial planning practices.
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Episode notes
1
Introduction
00:00 • 2min
2
Arctic Circle Expedition and Financial Planning Debates
01:54 • 9min
3
Financial Responsibility and Tax Considerations
10:37 • 4min
4
Revolutionizing Financial Planning Through Mutual Funds and Mathematical Contributions
14:35 • 12min
5
Client-Centered Financial Planning and Hiring Announcement
26:47 • 2min
6
The Impact of Cash Flow on Financial Advisors
28:22 • 6min
7
Client-Centered Financial Planning Practices
34:44 • 22min
8
Tailoring Financial Planning for Client Needs
56:24 • 17min
9
Unraveling The Fund: A Deep Dive into Ray Dalio and Bridgewater
01:13:04 • 3min
10
Exploring Pessimism, Quillette Podcast, and Concluding Remarks
01:16:30 • 2min